See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,034 | $111,814-28.4% | $103,374-22.6% | $145,959-45.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 7.80% | 24.77%-17.0pp | 24.89%-17.1pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,750 | $4,214-58.5% | $3,869-54.8% | $4,661-62.5% |
| Participant deferral / active EE | $9,179 | $5,618+63.4% | $5,058+81.5% | $6,689+37.2% |
| Admin fee / account holder | $4,044 | $9,754-58.5% | $8,394-51.8% | $13,398-69.8% |